UBS PACE Alternative Strategies C
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
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Phone: 800-647-1568
| Category: | World Allocation | | Fund Family: | UBS Global Asset Management | | Net Assets: | 7.65M | | Year-to-Date Return: | -7.23% | | Yield: | 0.49% | | Morningstar Rating: | N/A | | Fund Inception Date: | 12-Apr-06 |
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Robert Murdock
Lead Manager since
03-Apr-06 | | | Murdock is a portfolio manager with Analytic Investors, his employer since November 1997. Previously, he was senior vice president and senior investment strategist with TSA Capital Management from September 1991 to July 1997. Prior to that, he was a senior bond strategist with I.D.E.A., Inc from September 1989 to August 1991. He is a member of the Association for Investment Management & Research and the Los Angeles Society of Financial Analysts. Murdock holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests in equity securities of US and non-US companies of various market capitalizations. It also invests in fixed income securities issued by companies and government and supranational entities around the world. The fund may invest a significant portion of assets in the stocks of companies in particular economic sectors. It is nondiversified. |
| Last Dividend
(18-Dec-07):
| 0.05 | | Last Cap Gain
(18-Dec-07):
| 0.18 | | Annual Holdings Turnover
| 178.00% | | Average for Category:
| 50.86% |
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| Expense | PASOX | Category
Avg | | Total Expense Ratio: | 2.65%
| 1.17% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.39% | | 3 Yr Expense Projection*: |
$1,051 | $684 | | 5 Yr Expense Projection*: |
$1,788 | $1,055 | | 10 Yr Expense Projection*: |
$3,731 | $2,095 |
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1.49% Nasdaq 
0.27%
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